See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,649 | $82,664+143.9% | $125,339+60.9% | $68,494+194.4% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -27.24% | -5.97%-21.3pp | 572.05%-599.3pp | -7.84%-19.4pp |
| Employer contribution / active EE | $8,798 | $3,381+160.2% | $4,814+82.8% | $2,596+238.9% |
| Participant deferral / active EE | $7,435 | $6,110+21.7% | $7,446-0.2% | $4,027+84.6% |
| Admin fee / account holder | $4,706 | $6,275-25.0% | $10,010-53.0% | $5,403-12.9% |